Becoming a Client

Becoming a
Client is Easy

First, we invite you to meet with a representative of our
advisory team. We will work to determine the metrics that create your financial
objectives – are you conservative by nature or more aggressive? What do you
like about the investment process and what do you despise? Are you a hands on
investor or do you want us to make decisions for you?

After a thorough analysis of your current holdings, we will
present you with our findings. Our objective is to find any flaws in your current
investment process. These flaws can be robbing you of the results you deserve.
Our analysts do a deep dive into your current holdings to review costs,
allocations and other financial areas that may potentially be improved on.

The Results
and Recommendations

After reviewing your results, we will provide you with the
results we have found and the recommendations that may bring your investment
portfolio more in line with your objectives.

The
Transfer of Your Accounts

It’s easy – most accounts can be transferred to our firm electronically. The process is simple, secure and doesn’t
require you to contact all of your previous advisors.

Onboarding

Our onboarding process was designed to help you become
comfortable with our staff, services and technology in a quick, easy to
understand format.

Quick Links

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Sapphire Blue Investment Partners, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC, Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. Hensler and Associates Wealth Management, Hensler Aviation and Physicians Wealth Management are all divisions of Sapphire Blue Investment Partners, Inc. Each division of Sapphire Blue Investment Partners, Inc. is also independent of Summit Brokerage Services, Inc., and all of its affiliates.